ToE's Weekly Highlights #15

Digging up the grinds for the week.

This week has been massive. Continuation from what happened last weekend, the ripple effects follow.

General sentiment has turned slightly bullish because the FED cannot afford the domino effect of bank failures. At the same time they find it difficult to keep long-term inflation within targets.

They will have to forgo the goals of keeping inflation low and just this week, the FED’s save for banks erased its six-month effort of rates’ hike.

• Macros felt short term bullish, long term wise we are going to hit hard

• USDC depeg but not a big concern, RWA is a sticky narrative, with $ARB airdrop it brings on a slew of other airdrop opportunities

• Packed with over 50 projects mentioned

• Secret twitter list with 60+ chads, Bubblemaps, Flipside

• USDC fud, Euler exploit, FRC is not SVB

If you have not read the previous week’s highlight, here it is:

arndxt@arndxt_xo

ToE's Weekly Highlights #14 🔹Fallout accelerated investor’s fear 🔹BTC L2 and LSDfi + over 60 projects shared 🔹Over 10 new projects 🔹Defi fixed rates, Curve stablecoin, Airdrop hunt, Strategy simulator tool 🔹ETH goes to $350, 40 billion of USDC reserves remain at SVB 📩📭

3:56 PM · Mar 11, 2023

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9 Reposts · 46 Likes

Hope you enjoy the content, and feel free to connect with me on Twitter here.

I wanted to dedicate this section to all my CT friends out there that have helped me get to my first 5k followers. I will continue to grind and towards more great content!

arndxt@arndxt_xo

Just hit the 5k mark in my new addiction and 🙏 to all who helped me get here! Began with newsletters and only threading this year. Still have a long way, but having so much fun! Unveiling my secret CT friends that bootstrapped my growth and the 520IQ alpha they bring 💝

11:00 AM · Mar 18, 2023

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6 Reposts · 53 Likes

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Segmenting the megathread of content into 5 parts:

1. Macro news

2. Trending narratives

3. Defi happenings

4. Educational resources and tools

5. Spicy crypto drama

1. Macro News

@arndxt_xo on will the US economy experience a soft landing or a bumpy ride in Q1 2023?

arndxt@arndxt_xo

🍿Macro Pulse Update 18.03.2023🍿 Will the US economy experience a soft landing or a bumpy ride in Q1 2023? The answer may depend on how policymakers address four key issues. As well, looking at some forecast and economic figures 🧵👇

4:59 PM · Mar 17, 2023

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3 Reposts · 18 Likes

@biancoresearch expects many more shut downs to happen due to bond market volatility

Jim Bianco biancoresearch.eth@biancoresearch

The 2-year yield has plunged more than 100 bps in a week and a half. These kinds of stories typically follow. --- (Bloomberg) -- Veteran macro trader Adam Levinson is shutting down his hedge fund after being hit by losses amid ongoing bond market volatility. Levinson’s… https://t.co/y4rMuD3I7D

5:53 PM · Mar 17, 2023

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314 Reposts · 1.4K Likes

@crypthoem on world banks are struggling and being bailed out but bullish for crypto

hoeem@crypthoem

World banks are struggling and being bailed out: Why might this be bullish for crypto? 🧵 (0/8) 🏴‍☠️

2:24 PM · Mar 17, 2023

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36 Reposts · 155 Likes

@WangTactics sharing that the economy has some underlying strength and inflation risks linger.

TradeTactics@WangTactics

MARKET UPDATE THREAD: Fed Positioning and Volatility of US Fixed Income 📈 The volatility of US fixed income is causing a stir and affecting our view of the Fed. 🤔 What does this mean for the economy? We've got you covered with all the info you need.

8:12 PM · Mar 16, 2023

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1 Repost · 3 Likes

@_FabianHD on markets now pricing in NO MORE RATE HIKES as the base case, with a pivot in 3 months and 100-125bps of cuts by EOY.

Fabian D.@_FabianHD

Gm PPI came in cool af. Fears of $CS going under and further contagion with all banks stocks down again today. Markets now pricing in NO MORE RATE HIKES as the base case, with a pivot in 3 months and 100-125bps of cuts by EOY 😱 This is the most bullish combination that we… https://t.co/cwuiJK5lWc

1:56 PM · Mar 15, 2023

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25 Reposts · 113 Likes

@CryptoHayes bullish with China’s QE

Arthur Hayes@CryptoHayes

加油 $BTC = 100万美金

11:52 AM · Mar 17, 2023

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298 Reposts · 2.08K Likes

@CryptoHayes on the seriousness of US banking problems

Arthur Hayes@CryptoHayes

In case you don’t comprehend how serious the US banking problems are:

2:48 AM · Mar 18, 2023

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809 Reposts · 3.21K Likes

@Delphi_Digital on Silicon Valley Bank’s collapse

Delphi Digital@Delphi_Digital

1/ Silicon Valley Bank’s collapse is the largest bank failure since 2008. The bank run has made its way into the crypto ecosystem with the 2nd largest stablecoin $USDC de-pegging to hit a low of $0.85. Here is our MEGA-thread that is following the situation LIVE: ⬇️🧵

4:37 PM · Mar 12, 2023

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230 Reposts · 601 Likes

@CryptoGirlNova 5 reasons why the bull market might be back

Crypto Nova@CryptoGirlNova

1) A lot has happened over the weekend that changed the macro environment COMPLETELY. Here are 5 reasons why the bull market might be back 🧵👇

6:45 PM · Mar 13, 2023

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106 Reposts · 423 Likes

2. Trending Narratives

@TheDeFinvestor Weekly alpha

The DeFi Investor 🔎@TheDeFinvestor

It's been a big week for crypto. Here are the latest developments in DeFi:

4:15 PM · Mar 16, 2023

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27 Reposts · 131 Likes

@dennis_qian MDMA: Monday DeFi Market Alpha

0xdq.eth@dennis_qian

MDMA: Monday DeFi Market Alpha 03/13/23 GDoc: bit.ly/0xdq-mdma 23 💊 in 🧵:

bit.ly

MDMA

6:22 AM · Mar 14, 2023

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1 Repost · 16 Likes

@apes_prologue’s Weekly Alpha

An Ape's Prologue@apes_prologue

Weekly Alpha - Arbitrum airdrop announced - $USDC briefly depegs to $0.87 - Shanghai Upgrade announced on April 12th - CZ announces a $1B recovery fund conversion into $BTC, $ETH, and $BNB

2:02 PM · Mar 17, 2023

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19 Reposts · 75 Likes

@insomniac_ac’s#CrossChain Monday's #30 06 - 12 March 2023

Insomniac@insomniac_ac

1/ #CrossChain Monday's #30 06 - 12 March 2023 Summary of #interchain, #bridges and #interoperability news and announcements of the past week.

10:42 AM · Mar 13, 2023

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3 Reposts · 6 Likes

@CryptoShiro_’s weekly alpha!

Shiro@CryptoShiro_

Get your Alpha on the Market, gathered for you 👇 ▪️ Narrative for a Bitcoin Bull Cycle ▪️ Macro Events ▪️ Project Catalysts ▪️ $USDC & SVB Situations ▪️ Funds addresses to track ▪️ DeFi Latest Developments & Much More! A THREAD 🧵 cryptoshiro.substack.com/p/this-weeks-a…

cryptoshiro.substack.com

This Week’s Alpha - USDC Depeg, SVB Insolvency, Macro Events, Project Catalysts, Funds Addresses to Track, And More

4:03 PM · Mar 13, 2023

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19 Reposts · 95 Likes

@Slappjakke top 5 favourite protocols (and my top 5 unlaunched alpha protocols)

slappjakke.eth 🦇🔊@Slappjakke

⛓️ STATE OF THE CHAINS ⛓️ The @arbitrum ecosystem had a meteoric rise so far How can you take advantage and find the next 100x? A megathread on the state of Arbitrum, my top 5 favourite protocols (and my top 5 unlaunched alpha protocols) 🧵👇

2:57 PM · Mar 12, 2023

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183 Reposts · 542 Likes

@CC2Ventures Mega Airdrop Farming List

CC2@CC2Ventures

As promised, here's my Mega Airdrop Farming List that I'm personally using and might retire me come next bull. I'll spare you all the details of what those projects aim to achieve; we'll hop straight into actionable alpha. CC2's MASTODON OF ALL AIRDROPS THREAD 1/30 🧵

4:52 AM · Mar 13, 2023

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550 Reposts · 1.58K Likes

@ardizor list of airdrops

ardizor 🧙‍♂️@ardizor

Want to make $100K+ via #airdrops? 💰 It's possible, thousands of people have already done it. Check out this ultimate list of airdrops and start earning big. Don't wait - take your shot now: 🧵👇

5:04 PM · Mar 13, 2023

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230 Reposts · 594 Likes

@fitforcrypto_ on RWA narrative

ProjectW@fitforcrypto_

It's estimated that the global tokenization market will grow to $4.5 billion by 2025. I spent hours of researching to identify 8 *blue chips* playing Real World Assets (RWA) tokenization. I'll show you all the gems you need to know about💎 A thread🧵👇

1:54 PM · Mar 17, 2023

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191 Reposts · 483 Likes

@lou_markets on 3 emerging trends

Louis@lou_markets

Capitalizing on early narratives is the easiest way to make 100x in crypto. Three emerging trends you NEED to pay attention to: MUST READ!🧵👇

9:12 PM · Mar 16, 2023

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95 Reposts · 336 Likes

3. Defi Happenings

@FungiAlpha found 26 new projects

Fungi Alpha (🍄 ,🍄)@FungiAlpha

So you want to be early in new DeFi plays, web3 games, NFTs, or be the first one to use new tools... ...but don't know where to find them? Don't worry, we got the special mushroom sauce 🤝 Check these 26 new projects we found, which have just launched, or will launch soon:

7:43 PM · Mar 15, 2023

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62 Reposts · 215 Likes

@toffee248 on early stage defi projects

toffee24.eth@toffee248

Defi protocols are constantly evolving, and keeping up with all the latest developments can be overwhelming. But don't worry, I've done the hard work for you! Check out this thread 🧵 to simplify your research and stay informed. ⬇️

3:17 PM · Mar 15, 2023

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5 Reposts · 23 Likes

@Flowslikeosmo on @y2kfinance being the one to bet on stablecoins depegging

Emperor Osmo🧪@Flowslikeosmo

1/ Everyone trying to catch the Stablecoin falling knives is doing it all wrong. @y2kfinance is the Real Alpha move to bet on the madness of the market. Profiting from panic with $Y2K 🧵

3:00 PM · Mar 11, 2023

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66 Reposts · 275 Likes

@poopmandefi on Top 5 most profitable DeFi projects

Poopman 💩, 🌿- DeFi Rookie@poopmandefi

With more than 20k projects out there, it can be overwhelming to know which one can bring the big bucks. Today, I have compiled a list of the "Top 5 most profitable DeFi projects" in the past 6 months. Some of them might surprise you, Let's dive in 🧵 (x/21)

1:51 PM · Mar 12, 2023

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64 Reposts · 270 Likes

@PepesCryptoCave bullish on $THALES

CryptoPepe(💙,🧡)@PepesCryptoCave

I have found the perfect fit for the Arbitrum, stablecoin, and gambling narrative. In this thread, I want to show you why $THALES will be one of the hottest DeFi tokens out there. Make sure not to fall into FOMO. ;)

3:01 PM · Mar 13, 2023

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8 Reposts · 14 Likes

@0xCrypto_doctor on @MantisSwap - Dex seeks to revolutionize the trading of pegged assets,providing users with improved trading experience.

CryptoDoctor🦇🔊@0xCrypto_doctor

The zkEVM mainnet of Polygon is ready to launch. It is a perfect time to switch our attention to those projects ready to launch on Polygon Take a look at @MantisSwap, a Dex seeks to revolutionize the trading of pegged assets,providing users with improved trading experience.

2:24 PM · Mar 13, 2023

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12 Reposts · 52 Likes

@psychguy_eth Olympus moving away from staking APY, Origin Protocol increasing its APY

Psych Guy - BACKUP@thepsychguy

Different protocols are in different seasons They're united by the common market conditions of today. Here's a story of 1) Eliminating incentive to align a narrative, & 2) Introducing incentive to compete with other protocols. The @OlympusDAO and @OriginProtocol story 🧵👇

10:16 AM · Mar 14, 2023

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4 Reposts · 14 Likes

@JackNiewold favourite real yield projects $ARC, $PENDLE, $LQTY, $FCTR, and $RDNT

Jack Niewold 🫡@JackNiewold

DeFi is broken. Thankfully, Real Yield, pioneered by projects like GMX, promises to fix it. Here are the sustainable 'Real Yield'-based DeFi projects I'm keeping an eye on. A thread featuring: $ARC, $PENDLE, $LQTY, $FCTR, and $RDNT

10:13 PM · Mar 14, 2023

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205 Reposts · 662 Likes

@TheDeFinvestor’s Yield Farming Season is back

The DeFi Investor 🔎@TheDeFinvestor

Yield Farming Season is back👨‍🌾 If you're looking for high yields on stables & blue-chips, this thread is for you. Here are the best yield opportunities in DeFi 👇

3:52 PM · Mar 14, 2023

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141 Reposts · 575 Likes

@LionDEXOfficial releases beta testing

LionDEX@LionDEXOfficial

LionDEX Beta is released🦁️ Get early access to stop-loss insurance and experience the 1️⃣st PvP-AMM trading protocol based on @GMX_IO - X4 concept. 🔗: test.liondex.com Get your Examination tokens via "Faucet" and report to us if there are any bugs. Active testers and… https://t.co/0pSdmq2Buo

7:39 AM · Mar 6, 2023

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224 Reposts · 532 Likes

@schizoxbt on @AlluoApp

Schizoxbt 🐻⛓️⚛️@schizoxbt

Hello there again CT! I'm gonna be talking about my friends over at @AlluoApp again! Last time, I covered the different ways to earn yield on their dAPP and some of the strategies they offer. This time we're going to be talking about the $Alluo token! Let's dive in!!

1:30 PM · Mar 15, 2023

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1 Repost · 9 Likes

@Slappjakke on @RDNTcapital v2 and some alpha on what's to come from juicy incentives

slappjakke.eth 🦇🔊@Slappjakke

$RDNT and other Arbitrum coins are pumping like crazy. Is it because of $ARB protocol airdrop expectations or v2? The ultimate guide to @RDNTCapital v2 and some alpha on what's to come from juicy incentives 🧵👇

11:28 AM · Mar 17, 2023

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44 Reposts · 235 Likes

@DeFiMinty’s own research list of new projects

Minty@DeFiMinty

With Crypto, keeping an eye out for unique innovations is key to being early to upcoming narratives. Here is my research list of innovative new protocols that are pushing the space forward. 🧵

4:02 PM · Mar 17, 2023

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60 Reposts · 205 Likes

@CryptoShiro_ Introducing @phuture_finance - Decentralized Index Fund which provides exposure to the DeFI sector while generating yield.

Shiro@CryptoShiro_

Nearly 50% of the value in the U.S. stock market is held by index funds. With Mass Adoption coming in, we need Crypto Indexes. Introducing @phuture_finance, a Decentralized Index Fund which provides exposure to the DeFI sector while generating yield. A THREAD 👇🧵 (+ Alpha)

4:08 PM · Mar 17, 2023

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15 Reposts · 65 Likes

@LastOfDAO shares $ARB price prediction

The Last Of DAO@LastOfDAO

By the way, those who want to play prediction with the price of $ARB should keep in mind that: 🧵👇

10:18 PM · Mar 16, 2023

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3 Reposts · 8 Likes

@0xOlive X @MetavaultTRADE partnership

Olive (Formerly Polysynth)@0xOlive

The wait is over!🤘 It's time to bag a juicy 💵~46% APY💵 with @0xOlive X @MetavaultTRADE partnership🤑💰 Yes! The Principal Protected $MVLP vault is now live🔥 🏦Deposit your $MVLP tokens in the vault now 🔗oliveapp.finance/earn/vaults/mv… You can't miss this...🤑👇

6:36 PM · Mar 4, 2023

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13 Reposts · 40 Likes

@0xTindorr on Smilee Finance is building "Decentralized Volatility Products", making "Impermanent Gains" possible for users on Arbitrum.

Tindorr 🚢@0xTindorr

"Volatility Primitive" is ready to ignite and bring DeFi to the next level. Smilee Finance is building "Decentralized Volatility Products", making "Impermanent Gains" possible for users on Arbitrum. 🧵 on its potential + how to engage like smart chads. @SmileeFinance $MILEE

1:04 PM · Mar 18, 2023

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1 Repost · 20 Likes

@0xsurferboy on a thread about @DeDotFi antivirus

Surf@0xsurferboy

1/26 Ignorance can be a costly mistake - the most lethal details lie in the Smart Contract. Here is how you can introduce smart contract audits to your DYOR process and keep yourself safe in DeFi with @DeDotFi - The Inventor of crypto's first Antivirus 🧵

12:30 PM · Mar 18, 2023

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4 Reposts · 16 Likes

@sirenprotocol is coming to @arbitrum

Siren@sirenprotocol

Siren is thrilled to announce our migration to @arbitrum! With @arbitrum emerging as the leading L2, we feel it’s the best place to call our new product, Siren Flow, home. Details and Medium about Siren Flow dropping next week.

2:00 PM · Mar 15, 2023

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27 Reposts · 140 Likes

@rockx_official introduces #Bedrock, a liquid staking protocol designed to cater to the needs of both DeFi and CeFi.

RockX@rockx_official

🎉 Introducing #Bedrock, a liquid staking protocol designed to cater to the needs of both DeFi and CeFi. 🔥 Our non-custodial solution allows you to unlock liquidity safely while leveraging a true crypto-native solution: bit.ly/42gtspZ $uniETH #ethereum #liquidstaking

2:26 AM · Mar 15, 2023

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7 Reposts · 23 Likes

@PremiaFinance v3

vxCozy@vec0zy

v3 this v3 that here's a @PremiaFinance v3 overview to answer some of ur q's

blog.premia.finance

Premia V3: A Futureproof DeFi Options Exchange

5:51 PM · Mar 14, 2023

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7 Reposts · 33 Likes

@YamaFinance dropped thier docs

Yama Finance 💹@YamaFinance

As our launch date creeps closer and closer we're exhilarated to release our docs! Attached below is the most comprehensive and detailed knowledge base on Yama's vision and inner workings 💹 Check it out 👇 docs.yama.finance

docs.yama.finance

What is Yama? | Yama Finance

11:49 PM · Mar 13, 2023

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13 Reposts · 70 Likes

@GearboxProtocol v3 @Balancer and @AuraFinance integrations, Tokenomics, Alpha Lend Pools with higher APYs, L2 capability

Gearbox Protocol ⚙️🧰@GearboxProtocol

The wait is over... The next step to become the base layer of Leverage in DeFi, the next step to Redefine Lending & Leverage. Gearbox V3 ⚙️🧰 @Balancer and @AuraFinance integrations, Tokenomics, Alpha Lend Pools with higher APYs, L2 capability and more: link.medium.com/tJhKtW2t8xb

link.medium.com

Gearbox V3 Teaser: reDEFIning Leverage and Lending.

1:53 PM · Mar 13, 2023

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82 Reposts · 213 Likes

4. Educational resources and tools

@Louround_ secret list filled with 60+ chads that cover the whole industry (steal them for free)

Louround 🥂@Louround_

To create generational wealth in crypto you need to access the right information at the right time! But it’s easy to get overwhelmed 🤕 After spending thousands of hours on Twitter, I created 9 lists filled with 60+ chads that cover the whole industry (steal them for free) 🥂

6:09 PM · Mar 14, 2023

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525 Reposts · 1.48K Likes

@francescoglt on how you can use Bubblemaps

francesco@francescoglt

1/34 Discovering the Untapped Potential of On-Chain Analytics with @bubblemaps 🧵👇

2:50 PM · Mar 14, 2023

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33 Reposts · 84 Likes

@defi_mochi using @flipsidecrypto to get all of Arbitrum data

Defi_Mochi (mochi, mochi 🍡)@defi_mochi

With the entire @arbitrum ecosystem taking off i used @flipsidecrypto to analyze ALL 🔍 of @DefiLlama arbitrum data 📊 to give you a 🦅 bird's eye view of the entire @arbitrum ecosystem! Let's dive in! 👇 0/8

3:57 PM · Mar 14, 2023

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69 Reposts · 330 Likes

@ardizor best thread collation

ardizor 🧙‍♂️@ardizor

Quality information is key to making money in the market. That's why I've collected the best threads from last week that could be life-changing for you: 🧵👇

5:20 PM · Mar 17, 2023

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56 Reposts · 137 Likes

5. Spicy Crypto Drama

@hufhaus9 on what when wrong with USDC

Ξ huf@hufhaus9

so many bad takes here on CT. - Circle foolishly put 8.25% of its USD reserves ($3.3bn/$40b) in a niche bank - now Circle don't have access to those funds as SBV is technically "insolvent" - i.e. SBV don't have enough cash or assets on hand to honor all requests for USD

12:08 PM · Mar 11, 2023

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372 Reposts · 1.7K Likes

@Wayne on $FRC is not SVB

wayne chang@Wayne

From report: $FRC is not SVB - average consumer account less than $200K - average business account less than $500K - tech reps less than 4% - additional access to $60 billion https://t.co/KMR7xHInZZ

7:20 AM · Mar 12, 2023

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19 Reposts · 88 Likes

@nomorebear on Euler exploit

swit.eth #6010 😈🇹🇭🅑💎🐺🚫🐻🌊🐍@nomorebear

Quick explainer of Euler attack as I understand, stealing >$150M. Attacker utilizes abilities to: (1) Mint both E (lender) and D (borrow) tokens at once without needing to have assets (2) Donate to reserve, making you underwater instantly. A quick 🧵 @eulerfinance @peckshield

Euler Labs @eulerfinance

We are aware and our team is currently working with security professionals and law enforcement. We will release further information as soon as we have it. https://t.co/bjm6xyYcxf

10:45 AM · Mar 13, 2023

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50 Reposts · 160 Likes

@0xTre 1 thread version on Euler exploit

0xTre 🦇🔊@0xTre

How the $8.9m attack was performed: 1. Flash loan 2. Deposit 20m DAI 3. Mint 200m eDAI 4. Repay 10m DAI 5. Mint 200m eDAI 6. Donate 100m eDAI to reserves 7. Liquidate yourself for 259m eDAI yields 38.9m DAI 8. Close flashloan

10:49 AM · Mar 13, 2023

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3 Reposts · 11 Likes

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Featuring the work of a friend: @0xAtomist and many of Castle Cap’s members, Lots of work had gone into these weekly newsletters. Give them a follow if you like their content.

The Castle Chronicle - Peeking through the Castle's Keyhole

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